Called $MU bullish on Dec 6, 2025: $MU rose 95% in 3 months.
View call →
@citrini
Cite asCryptoQuant has tracked the directional calls on LRCX by @jukan05 on X since Jun 2025: not yet scored on LRCX (as of Nov 11, 2026).
Other assets covered (30)
2 LRCX calls on record, a thin history.
Relative view by default: fewer than 30 LRCX calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @jukan05 to submit corrections.
Called $MU bullish on Dec 6, 2025: $MU rose 95% in 3 months.
View call →Hover the chart to read the thesis of that period · click a day to pin it
Jukan Terminal: Lam Research could have to pay Samsung around ₩1 trillion in damages over the alleged leak at its Korean unit. Jukan Terminal: Samsung is weighing what action to take against Lam Research.
View original →Korean media report that Lam Research Korea allegedly leaked confidential information about Samsung Electronics’ etching technology. “My understanding is that Samsung headquarters viewed this as a leak of proprietary technology and took the matter very seriously,” a person familiar with the matter said. The reports say some believe the incident prompted the replacement of the head of Lam Research Korea. https://t.co/ie9BAv9czE
View original →According to Korean media reports, the world’s leading semiconductor equipment suppliers—including Applied Materials, ASML, Lam Research, Tokyo Electron (TEL), and KLA—are nearing the final stages of securing equipment supply contracts for 2028. Some have also begun discussions on purchase orders (POs) for equipment deliveries in 2029. The rush reflects chipmakers’ growing concern that they could fall behind in the race for AI semiconductor dominance unless they secure equipment well in advance, as surging demand and limited production capacity rapidly extend equipment lead times. A senior executive at a global equipment supplier quoted by Korean media said, “It is unusual to be discussing equipment deliveries three years in advance,” adding, “Given chipmakers’ fab investment plans, we expect this trend to continue through at least 2030.” https://t.co/EMECLCKe80
View original →
